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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Mishol is a registered investment advisor representative with LPL Financial LLC. Jeffrey has been in the securities industry since May 13, 2002. Jeffrey has been associated with LPL Financial LLC since April 2021. Prior to joining LPL Financial LLC, Jeffrey was affiliated with VOYA FINANCIAL ADVISORS. Jeffrey has held previous registrations with Investors Capital Corp., BANC OF AMERICA INVESTMENT SERVICES, INC., SECURITIES AMERICA, INC., PRUCO SECURITIES, LLC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and PUTNAM MUTUAL FUNDS CORP. Jeffrey has passed the Series 66, Series 7, Series 6TO, and SIE exams. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/11/2021 - Present
LPL Financial LLC (DANVERS MA)
MA
11/04/2015 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (DANVERS MA)
MA
01/27/2009 - 11/13/2015
INVESTORS CAPITAL CORP. (DANVERS MA)
MA
04/14/2008 - 01/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
MA
08/02/2006 - 04/17/2008
SECURITIES AMERICA, INC. (QUINCY MA)
NJ
04/15/2003 - 09/16/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
01/04/2002 - 03/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/04/2002 - 03/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
04/28/1995 - 11/25/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 01/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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